Insights

Growth Opportunity Target Wizetrade as a mid-market client in investment management with revenue in the 25–50 million range, aligning sales outreach to expand platform usage, training services, and one-on-one support offerings.

Technology Modernization Leverage their current tech stack (jQuery, SWFObject, Windows Server, IIS) as a gateway to upgrade legacy infrastructure, modern analytics, and secure, scalable trading technology partnerships.

Educational Partners Position as a provider of advanced training and analytics to deepen advisor and investor engagement, complementing Wizetrade’s emphasis on personalized training and ongoing support.

Data & Analytics Offer enhanced marketing and performance analytics, given their use of Google Analytics, to optimize client acquisition, retention, and ROI on training programs.

Competitive Benchmark Frame value against peers like NinjaTrader and TradeStation by highlighting scalable solutions, customer support, and diversified revenue opportunities beyond core trading education.

Similar companies to The Wizetrade Group

The Wizetrade Group Tech Stack

The Wizetrade Group uses 5 technology products and services including jQuery, SWFObject, Windows Server, and more. Explore The Wizetrade Group's tech stack below.

  • jQuery
    Javascript Libraries
  • SWFObject
    Miscellaneous
  • Windows Server
    Operating Systems
  • Google Analytics
    Web Analytics
  • Microsoft IIS
    Web Servers

The Wizetrade Group's Email Address Formats

The Wizetrade Group uses at least 3 email formats:
The Wizetrade Group Email FormatsExamplePercentage
FLast@wizetrade.comJDoe@wizetrade.com
73%
F_Last@wizetrade.comJ_Doe@wizetrade.com
22%
F.Last@wizetrade.comJ.Doe@wizetrade.com
5%

Frequently Asked Questions

What is The Wizetrade Group's phone number?

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You can contact The Wizetrade Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is The Wizetrade Group's official website and social media links?

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The Wizetrade Group's official website is wizetrade.com and has social profiles on LinkedIn.

How much revenue does The Wizetrade Group generate?

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As of August 2026, The Wizetrade Group's annual revenue is estimated to be $25M - $50M.

What is The Wizetrade Group's SIC code and NAICS code?

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The Wizetrade Group's SIC code is 7372 - Prepackaged Software and NAICS code is 5239 - Other Financial Investment Activities.

How many employees does The Wizetrade Group have currently?

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As of August 2026, The Wizetrade Group has approximately 29 employees across 1 continents, including North America. Key team members include Chief Executive Officer: J. F., Vice President: M. T. and Director: P. H. Explore The Wizetrade Group's employee directory with LeadIQ.

What industry does The Wizetrade Group belong to?

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The Wizetrade Group operates in the Investment Management industry.

What technology does The Wizetrade Group use?

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The Wizetrade Group's tech stack includes jQuery, SWFObject, Windows Server, Google Analytics and Microsoft IIS.

What is The Wizetrade Group's email format?

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The Wizetrade Group's email format typically follows the pattern of FLast@wizetrade.com. Find more The Wizetrade Group email formats with LeadIQ.
The Wizetrade Group logo

The Wizetrade Group

Investment ManagementTexas, United States11-50 Employees

Founded in 1999, Wizetrade operates from Plano, Texas. The firm serves individual investors by providing access to trading technology, tailored training, and one-on-one coaching designed to help users improve trading outcomes. Its client base consists of individuals looking to build a solid financial future and address goals such as retirement funding and education expenses. Since its inception, the company has worked with more than 130,000 investors, demonstrating its long-standing role within the investment management field. The offerings emphasize combining technology with education and personalized guidance to support independent traders.

Section iconCompany Overview

Phone number
SIC Code
7372 - Prepackaged Software
NAICS Code
5239 - Other Financial Investment Activities
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    The Wizetrade Group's revenue is estimated to be in the range of $25M - $50M

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